Connect with peers, share your expertise, and inspire what’s next in Smartsheet — from proven practices to practical how-to insights from fellow users and product experts.
Sign in to join the conversation:
When creating a new task can I have it automatically assign it to myself?
Have you considered setting up a form to add new tasks? You can set the form to set you as the user by default. And it will give you a nice data entry point.
That makes sense.
Is there any other way from working in grid or card view when creating a new task?
The form will create a new task apart from whichever view you are using.
I have been using =IF(COUNTIF([Invoice Number]:[Invoice Number], [Invoice Number]@row) > 1, 1, 0) in order to check off a "duplicate" box and then added conditional formatting around that check box to visually assist staff with potential duplicate invoices being entered. It has recently stopped working for some reason and…
I’m trying to improve how we collect weekly status updates from task owners and would be interested in how others have solved this. Right now, each task has an owner and they type their weekly update into a Notes column. It works, but over time the Notes field becomes a running history and gets pretty unwieldy. What I’d…
Good morning, I'm still fairly new to Smartsheet (2 years) and have an approval automation question. I have a timesheet built in Smartsheet which collects time data from field-based foremen. On occasion, the workers reporting to a foreman have a need to work extra over time beyond what is normally approved. The extra hours…
